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TEAM

Leadership

Meet Our Team

Through The NextPhase Retirement Success Strategy™, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is to help you create a life well lived and align all your assets toward achieving that vision.

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David Gilbertson Founder & CEO
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Brian H Nichols Manager
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Linda N Beall Accountant
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Cindy A Ridinger Auditor
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Mary H Joseph Advisor
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Nathan C Babcock Manager

Next Phase Advisors has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.